EWM
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EPG Wealth Management’s Consolidated Edison ED Stock Holding History

EPG Wealth Management’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-300
Closed -$23K – 305
2020
Q1 		$23K Hold
300
– – 0.02% 380
2019
Q4 		$27K Buy
+300
New +$26.9K 0.02% 302

Other funds holding ED

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

EPG Wealth Management's ED Position: Q2 2020 in Review

EPG Wealth Management sold out of Consolidated Edison (ED) in Q2 2020, closing a stake of 300 shares — an estimated $23K sold.

EPG Wealth Management first reported a position in ED in Q4 2019 and held it in 2 quarters. The position peaked at $27K in Q4 2019. 894 funds tracked by Wall St. Rank hold ED as of Q2 2020.

  • EPG Wealth Management reported no remaining Consolidated Edison position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 300 Consolidated Edison shares in Q2 2020, an estimated $23K.
  • EPG Wealth Management first reported a position in Consolidated Edison in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Consolidated Edison position peaked at $27K in Q4 2019.
  • 894 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.